Uber is aggressively transitioning to an autonomous future with a massive $10 billion investment in robotaxis and key vehicle manufacturing partners. This capital injection creates immediate opportunities for EV makers, autonomous tech developers, and the broader self-driving supply chain.
Published on April 15
With $10 billion committed and manufacturing partnerships already signed, this is not a future trend โ it is happening right now. The companies in this group are at the very centre of one of the biggest mobility transformations in history.
From LiDAR sensors to full-stack autonomous software, the underlying technology powering self-driving fleets is attracting serious institutional interest. Experts are closely watching these names as demand for autonomous components accelerates.
As Uber locks in vehicle supply partners, the entire electric vehicle and autonomous supply chain stands to see a surge in orders and revenue. Missing this window could mean missing the first major wave of commercial robotaxi deployment.
Uber's decision to pour $10 billion into autonomous vehicles marks a turning point for the entire self-driving industry. This is not a distant future bet โ it is capital being deployed right now to secure vehicle supply and manufacturing partners. The thinking here is simple: when a company this size moves this aggressively, the businesses that supply the technology, vehicles, and infrastructure stand to benefit directly and quickly.
This group covers a broad range of companies connected to the autonomous mobility ecosystem โ from electric vehicle manufacturers and LiDAR sensor developers to full-stack self-driving software engineers. Because the theme spans multiple sectors and company sizes, it carries a mix of growth potential and risk. Some of these companies are early-stage, which means higher reward potential alongside higher uncertainty. Diversification across the supply chain is a key feature of this group.
Every stock in this group was handpicked by professional analysts to reflect direct beneficiaries of Uber's historic capital commitment. The selection includes Uber itself, its recognised manufacturing partners such as Lucid and Rivian, and specialist autonomous technology developers like Aurora Innovation and Mobileye. These are not random picks โ they are the companies most likely to see real-world impact from the billions being spent right now.
This basket's total market capitalisation is $NaN and is heavily anchored by a few very large-cap constituents, suggesting a relatively stable profile.
TSLA: $1.37T
UBER: $148.50B
MBLY: $6.41B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
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Here are a few of the assets in this group. Create an account to unlock the full list.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+243.16%
On average, analysts expect assets in this group to grow 243.16% over the next year.
10 of 12 assets in this group are rated Buy by professional analysts.
